Enhancements to the Investor Center mobile app

Your new shareholder experience delivers a modern interface with faster access to key features based on early shareholder feedback. This is still the beginning, and we will continuously refine the design and add new features to maximize the user experience.

The app provides:

  • Access to quickly view and manage holdings
  • Download tax forms and statements
  • Two-factor authentication with Face ID
  • Enroll in dividend reinvestment, if available
  • Certify tax status
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Download on the App Store Get it on Google Play

Next generation web experience – coming soon

When it comes to shareholder experience, we don’t do ‘good enough’. We’ve recently implemented shareholder feedback to provide faster access to key features through an intuitive, modern experience!  Our newly designed dashboard will soon include price history, recent activity, and a new portfolio overview in addition to existing actions and document access. 

This is more than just a visual refresh. Beyond the new look and feel – it’s a smarter, more intuitive platform shaped by real shareholder insights. Coming soon!

Investor Center account login changes

There is nothing new that you need to do. Simply log in with your existing username and password. Below is a sneak preview of what the new page will look like compared to the current login page.

Old Login Screen

Old Login Screen

New Login Screen

New Login Screen

If you have forgotten your username or password, you can use the links at the bottom of the login window to retrieve or reset these. These changes are just a small part of what we are doing to improve the security of your holdings, while still providing easy access to your portfolio of accounts.